Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Strategic Tr Us Large C Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 81,647 shares of SCHG stock, worth $2.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
81,647
Previous 19,299 323.06%
Holding current value
$2.36 Million
Previous $2.01 Million 13.18%
% of portfolio
0.06%
Previous 0.06%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$25.93 - $105.3 $1.62 Million - $6.57 Million
62,348 Added 323.06%
81,647 $2.28 Million
Q3 2024

Oct 31, 2024
SELL
$92.63 - $105.69 $69,843 - $79,690
-754 Reduced 3.76%
19,299 $2.01 Million
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $16,972 - $19,813
195 Added 0.98%
20,053 $2.02 Million
Q1 2024

May 06, 2024
BUY
$80.6 - $93.32 $856,052 - $991,151
10,621 Added 114.98%
19,858 $1.84 Million
Q4 2023

Feb 06, 2024
SELL
$70.08 - $83.37 $108,063 - $128,556
-1,542 Reduced 14.31%
9,237 $766,000
Q3 2023

Nov 02, 2023
BUY
$71.99 - $78.02 $149,451 - $161,969
2,076 Added 23.85%
10,779 $783,000
Q2 2023

Aug 11, 2023
BUY
$63.6 - $74.95 $84,969 - $100,133
1,336 Added 18.13%
8,703 $652,000
Q1 2023

May 09, 2023
SELL
$54.19 - $65.17 $66,491 - $79,963
-1,227 Reduced 14.28%
7,367 $480,000
Q4 2022

Feb 07, 2023
SELL
$54.31 - $60.76 $247,816 - $277,247
-4,563 Reduced 34.68%
8,594 $477,000
Q3 2022

Nov 02, 2022
BUY
$55.81 - $69.25 $8,985 - $11,149
161 Added 1.24%
13,157 $734,000
Q2 2022

Aug 02, 2022
BUY
$55.73 - $76.55 $382,865 - $525,898
6,870 Added 112.14%
12,996 $754,000
Q1 2022

May 13, 2022
BUY
$65.63 - $82.62 $233,183 - $293,548
3,553 Added 138.09%
6,126 $458,000
Q4 2021

Feb 14, 2022
BUY
$73.11 - $83.4 $58,414 - $66,636
799 Added 45.04%
2,573 $421,000
Q3 2021

Nov 02, 2021
SELL
$73.24 - $78.94 $4,760 - $5,131
-65 Reduced 3.53%
1,774 $263,000
Q2 2021

Aug 12, 2021
BUY
$65.3 - $73.24 $120,086 - $134,688
1,839 New
1,839 $268,000
Q1 2021

May 17, 2021
SELL
$61.41 - $68.35 $124,416 - $138,477
-2,026 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$55.95 - $64.38 $251,719 - $289,645
-4,499 Reduced 68.95%
2,026 $260,000
Q3 2020

Nov 12, 2020
BUY
$51.42 - $61.56 $411 - $492
8 Added 0.12%
6,525 $752,000
Q2 2020

Aug 12, 2020
SELL
$37.99 - $51.32 $1,329 - $1,796
-35 Reduced 0.53%
6,517 $662,000
Q1 2020

May 11, 2020
SELL
$34.6 - $51.17 $12,698 - $18,779
-367 Reduced 5.3%
6,552 $522,000
Q4 2019

Feb 13, 2020
BUY
$40.97 - $46.72 $28,146 - $32,096
687 Added 11.02%
6,919 $643,000
Q3 2019

Nov 13, 2019
BUY
$41.7 - $42.86 $122,973 - $126,394
2,949 Added 89.83%
6,232 $524,000
Q2 2019

Aug 12, 2019
BUY
N/A
104 Added 3.27%
3,283 $273,000
Q1 2019

May 13, 2019
BUY
N/A
241 Added 8.2%
3,179 $252,000
Q4 2018

Feb 13, 2019
SELL
N/A
-378 Reduced 11.4%
2,938 $203,000
Q3 2018

Nov 13, 2018
BUY
N/A
3,316 New
3,316 $272,000

Others Institutions Holding SCHG

# of Institutions
1,448
Shares Held
2.24B
Call Options Held
264K
Put Options Held
98K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email